Stock Taper 
SAGEVIEW ADVISORY GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 230 | $317.99K |
 Comfort Systems USA, Inc. | FIX | 289 | $572.84K |
 Curtiss-Wright Corporation | CW | 303 | $229.6K |
 CrowdStrike Holdings, Inc. | CRWD | 403 | $307.6K |
 ASML Holding N.V. | ASML | 410 | $815.67K |
 Axon Enterprise, Inc. | AXON | 421 | $236.02K |
 Equinix, Inc. | EQIX | 424 | $441.98K |
 Lumentum Holdings Inc. | LITE | 432 | $370.68K |
 Dell Technologies Inc. | DELL | 480 | $206.98K |
 Sandisk Corporation | SNDK | 487 | $1.11M |
 Rockwell Automation, Inc. | ROK | 499 | $247.13K |
 Hubbell Incorporated | HUBB | 573 | $299.8K |
 Watts Water Technologies, Inc. | WTS | 596 | $233.47K |
 Cadence Design Systems, Inc. | CDNS | 630 | $236.45K |
 Vulcan Materials Company | VMC | 736 | $217.17K |
 F5, Inc. | FFIV | 762 | $316.96K |
 Parker-Hannifin Corporation | PH | 785 | $768.09K |
 Elevance Health Inc. | ELV | 808 | $312.66K |
 EnPro Industries, Inc. | NPO | 887 | $334.34K |
 HCA Healthcare, Inc. | HCA | 906 | $353.42K |